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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,529 | $185,905-44.3% | $170,057-39.1% | $139,487-25.8% |
| Participation rate | 52.9% | 87.8%-34.8pp | 87.0%-34.1pp | 80.3%-27.4pp |
| Annual return | 18.27% | 60.56%-42.3pp | 53.42%-35.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,093 | $7,597-85.6% | $6,790-83.9% | $4,755-77.0% |
| Participant deferral / active EE | $3,133 | $11,627-73.1% | $10,411-69.9% | $6,713-53.3% |
| Admin fee / account holder | $2,483 | $15,397-83.9% | $12,826-80.6% | $11,407-78.2% |